Compare Tudodesk vs 17hats

Tudodesk

CRM
 (0)

17hats

CRM
 (1)
More Information More Information

Crozscore:

52%
what is this?
15%
interest falling

Crozscore:

82%
what is this?
20%
41%
interest falling
Tudodesk screenshot view 5 more 17hats screenshot

Software Description:

Tudodesk is business process management software that provides users with multiple tool sets and functionalities for multiple business operations including leads, CRM, Quoting, invoicing and online payment, order books, job management and shipping. The platform enables users to create embeddable web forms, multi-page proposals, quotations and estimates, and branded job sheets that can be shared and viewed by customers online.

The software facilitates effective lead nurturing through integrated messaging and embeddable live chat tools, allows users to set up automated drip emails, and is equipped with contact management tools for creating and managing targeted contacts. Additionally, the platform offers cloud storage capabilities for project files such as client files, photos, CAD drawings and related paperwork, is equipped with project management tools for organizing and managing all project files, messages, email activity and documents.

Features:

Integrated messaging
Take your lead, customer and project communication to the next level within one platform

Live Chat
Embedded Live Chat connects you, your team and your customers making it easier to discuss deals, jobs and invoices

Automated email
Automated drip emails — From onboarding new customers, following up proposals, chasing invoices and sending job updates

Contact Management
Manage prospective customers with ease — Tudodesk has all the right tools for creating and managing targeted contacts

Cloud storage
Upload client files, photos, CAD drawings and paperwork — Add files as attachments to documents or store in project folders

Projects
Tudodesk keeps track of all your files, messages, emails activity and documents — Associating them to a customer project

Leads
Visually understand customers needs at a glance in real-time. Provide deeply-educated proposals and effortlessly win more business

Proposals
Create and send professional multiple page proposals, quotations and estimates with no effort and impress your customers with proposals that make you stand out

Invoices
Start sending beautiful professional invoices. With minimal typing, they always look great, are mobile and tablet ready and automatically calculate sales TAX, GST and VAT

Deposits
Easily request and log deposit payments with professional deposit requests. Accept payment online and convert to invoices when work is completed

Jobs
Create and share professionally branded job sheets. Keep all your job specifications, photos and progress in one place — Manage order books, update customers

Shipping
Quickly convert invoices, job sheets or proposals into shipping notes and packing sheets. Onboard customers parts and items or send items to customers

Software Description:

  • Have all your documents under one roof: invoices, quotes, contracts, and questionnaires.
  • Created for small business owners, 17hats automates & streamlines repetitive tasks by offering templates for most major functions every entrepreneur needs to complete.
  • Automate your process through workflows: from leads all the way through client fulfillment.
  • Removes all the clutter for customer management, reminders, accounting, payment processing,
  • Easily manage projects, bookkeeping, and client relationships using our client portal, so you can stay on track and save time.

Features:

  • Supplier Management
  • Customer Management
  • Inventory Tracking
  • Third-Party Plugins/Add-Ons
  • Gantt Charts
  • Multi-User
  • Lead Scoring
  • Task Scheduling/Tracking
  • Lead Management
  • Scheduling
  • Dashboard
  • Call Tracking
  • Project Management
  • Marketing Automation
  • Notifications
  • API
  • Email Integration
  • Data Export
  • Contact Management
  • File Sharing

Features:

  • Accounts Receivable
  • P&L
  • Email Integration
  • Contact Management
  • Data Export
  • Project Management
  • Call Tracking
  • Electronic Signature
  • Tax Management
  • Expense Tracking
  • CRM Integration
  • Calendar Management
  • Customer Management
  • Task Scheduling/Tracking
  • Multi-User
  • Notifications
  • Stripe
  • PayPal
  • Data Visualization
  • External Integrations
  • Lead Scoring
  • Lead Management
  • Billing/Invoicing
  • Payment Processor
  • Dashboard

Summary:

    No key features associated with this application.

Summary:

  • Dashboards

  • Lead Generation

  • Client Profile Management

  • Project Workflows & Automation

  • Templates

  • Calendar Syncing

  • Invoice Management

  • Quote & Contract E-Sign

  • Client Portal

  • Billing

Boostrap

Free
Included in plan:
  • 10 documents per month

Basic

$29.00
1 user(s) / month
Included in plan:
  • 50 documents per month

Startup

$49.00
1 user(s) / month
Included in plan:
  • 100 documents per month

Professional

$89.00
1 user(s) / month
Included in plan:
  • 250 documents per month

Business

$129.00
2 user(s) / month
Included in plan:
  • 300 documents per month

Monthly Plan

$45.00
per Month
Included in plan:
  • No 17hats Transaction Fee
  • Processing Fee: 2.9% + 30¢
  • ACH (eChecks) payments
  • Customer Support
  • Sync Bank Account
  • Template Marketplace
  • Create Multiple Accounts
  • Unlimited Projects
  • Up to 5 Users
  • 30-Day Money Back Guarantee

Annual Plan

$295.00
per Year ($25/mo, save 45%)
Included in plan:
  • No 17hats Transaction Fee
  • Processing Fee: 2.9% + 30¢
  • ACH (eChecks) payments
  • Customer Support
  • Sync Bank Account
  • Template Marketplace
  • Create Multiple Accounts
  • Unlimited Projects
  • Up to 5 Users
  • 30-Day Money Back Guarantee

Two-Year Plan

$395.00
for 2 Years ($17/mo, save 63%)
Included in plan:
  • No 17hats Transaction Fee
  • Processing Fee: 2.9% + 30¢
  • ACH (eChecks) Payments
  • Customer Support
  • Sync Bank Account
  • Template Marketplace
  • Create Multiple Accounts

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Unlimited team members.

  • Does this service offer an API?
  • Rest API.

  • What platforms does this service support?
  • Web Based
    Windows
    MAC
    Tablet
    Iphone
    Safari
    Chrome

  • Does this service offer guides, tutorials and or customer support?
  • Online help center, videos and live customer chat support via intercom.

  • Does this service integrate with any other apps?
  • Sendgrid
    Mailgun
    Stripe
    Braintree
    Paypal
    Clearbit
    Fullcontact

  • Who are the main user groups of this service?
  • Manufactures
    Bespoke Manufactures
    Made To Measure
    Repair Shops
    PC Repairs
    Restoration Shops
    Job Shops
    Fabrication Shops
    Metal Finishers
    Plating Shops
    Powder Coating Shops
    Print Shops
    Design Shops
    Creative Shops
    Design Studios
    Web Designers

FAQs:

    Does this service offer an API?
  • No API offered.

  • Does this service offer guides, tutorials and or customer support?
  • Customer Support via Email or Chat, Documentation, Webinars, Live Online, Video Tutorials.

  • Does this service offer multi-user capability (e.g. teams)?
  • 17hats offers its users possibility to create multiple accounts.

  • What are some applications this service is commonly used in tandem with?
  • It is commonly used in tandem with CRM, Business Management Tool/Software, Accounting and Payment Applications.

  • What is this service generally used for?
  • It is generally used for automating business processes.

  • Who are the main user groups of this service?
  • Main users of 17hats are small businesses.

  • What platforms does this service support?
  • This is web-base platform with Android and iOS apps.

  • Does this service integrate with any other apps?
  • Integrations: Square, Stripe, Authorize.net, QuickBooks, PayPal, Google Cal, Google E-Mail, The Knot, Shootproof, WeddingWire, ShowIt.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other:

Who uses Tudodesk
  • Freelance
  • Startups
  • SMEs
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses 17hats
  • Personal
  • SMEs
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

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